Getting the Basics right

Headed emails are a lot easier. Once you have the logo in the images folder let us know by emailing support@wiredcontact.co.uk and we will set up the stationary.

Any image you print from the internet is going to have only 75dpi so using headed paper in your printer or a black logo (so it is solid) may give a better end result.

To avoid the cost of constantly upgrading your version of MS Office and then paying for support we provide our own tools for generating letters.

Emails can have attachments assigned to them by default such as having a template with application forms attached. You can attach documents and images at the point of sending an email - bear in mind that just as with sending an email from outlook the larger the attachment the slower it is going to be to upload from your machine to WiredContact. Using the library for attachments is recommended.

Any Email template can have preset options

• CC or BCC Other email addresses
• Preset Signatures - Handy if entire company have
  • Signature 1 = Formal
  • Signature 2 = Informal
  • Signature 3 = Corporate
• Attached documents from your Library
• Request receipt
• Priority = High Medium or Low
• Delayed send

Avoid random data entry where possible

• Use drop downs within fields where possible
• Drop downs can be conditional on a previous field selection
  • Select Make = Ford and a list of Ford Vehicles appears in the Type field
  • Fields can perform math functions
  • Fields can trigger events such as emails to be sent if a date is due or past
• Fields can have Multi Select or tick box options
  • Cities
  • Counties
  • Suppliers
  • Products and Services
  • Record Type such as Prospect / Supplier / Partner
  • Agree the naming conventions for Companies i.e. Ltd L.t.d. or Limited.
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Whilst you or your Company may have a business relationship with another Company it is always going to be the strength of personal relationships that make the bigger picture work.

You get to customise the type of actions you want to track, create and record; you are able to adapt the system to work exactly as you need it for each department, team or process.

Pitfalls to avoid
Creating thousands of entries to call people back - don't do it you are wasting your time,
Updating hundreds of calls meetings or tasks with the same notes - don't do it you are wasting your time

• Drop downs can be conditional on a previous field selection and you can alter the choices, we start you off with Calls, Meetings, and To do's but you can have Renewals with a sub heading of Annual, Bi-Annual or Maintenance with the generic terms for what is being maintained.
• Regarding is written to the History when the item is cleared so be creative here and you will receive meaningful reports.
• Scheduled For Could be someone who does not login, perhaps a maintenance worker or other associate for who you need to assign tasks. Automated tasks can be assigned to a person who does not login and they can be emailed to them. Scheduled for can be a selection of people if needed.
• Reminders Can be sent immediately you book the activity, on the morning it needs to be completed and at other intervals you determine.
• Completed Is written to the History and is reported against so clear the activity and schedule a new one then your statistics look better and you develop better habits more likely to give a return on investment.
• Emailing and Activity to a remote person When sending the email you can automatically append data from the contact record to the ICS file pulling any field from the contact table and other fields if needed. This means the person you create the activity for knows what to expect on arrival.

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